To-Do List
-
Click “See More” --> “To-Do List” from your My Work homepage.
-
Find and enter the to-do list you want to change settings for.
-
Press the “Three Dots” (…) in the upper right corner.
-
Select the “Edit” option.
-
Select the target team you want to see by clicking on the filter bar below your name.
-
Save the changes by clicking the “Done” button.
Projects
-
Click See More --> “To-Do List” from your My Work homepage.
-
Press the “Projects” button.
-
Click on the project you want to change settings for and enter the details page.
-
Press the “Three Dots” (…) on the top right of the detail page.
-
Check or change your target audience from the same screen by clicking the “Edit” button.
-
Save the changes by clicking the “Done” button.
-
Green, if all tasks in the project were finished before the project end date
-
Red, if all tasks in the project are not finished by the project end date
-
Click “See More” --> “To-Do List” from your My Work homepage
-
Press the “Projects” button.
-
Click on the project which you want to change settings and enter the detail page.
-
Press the “Three Dots” (…) on the top right of the detail page.
-
Change the duration of your project from the same screen by pressing the “Edit” button.
-
Save the changes by clicking the “Done” button.
Product Management
-
Click “See More” --> “Product Management” from your My Work homepage.
-
Click on the product and go to the product page.
-
Press the three dots icon at the top right of the product detail page and select “Edit”.
-
Check or change your audience from the edit screen.
-
Save the changes by clicking the “Done” button.
Home Page
-
Click “Share Something” by pressing the “+” button at the bottom right of the “Homepage”.
-
Enter the post title, details, and attachments, if any.
-
Activate the “Pin” button by clicking the “Three Dots” icon (…) at the top right of the screen.
-
Press the “Publish” button.
Notifications
-
Click the “See More” --> “Settings” (top right) button from your My Work homepage.
-
Go to “Notification Settings”.
-
Choose how often you want to see notifications or choose which team to receive notifications from.
-
Save by clicking the “OK” button.
-
Press “See More” --> the “Settings” button at the top right from your My Work homepage
-
Go to “Notification Settings”.
-
Choose where and how often you want to receive notifications and save them by clicking the “OK” button at the top right.
Teams
-
Click “See More” --> “Teams” from your My Work homepage
-
Find the team you want to change settings for.
-
Click on the “Three Dots” icon in the upper right corner.
-
Click the “Edit Team” button.
-
You can change the privacy of the team to Open, Closed, Private, or External in your privacy settings.
-
Click “See More” --> “Teams” from your My Work homepage.
-
Find the team you want to change settings for.
-
Click on the “Three Dots” icon (…) at the top right.
-
Click the “Edit Team” button.
-
Change the team name and click “Save“.
-
Click “See More” --> “Teams” from your My Work homepage.
-
Find the team you want to change settings for.
-
Click the “>” icon.
-
You can delete members from the team by clicking on them, or you can add or remove new members to the team by pressing the “Add” icon (+).
Integrations
-
Click on the “Settings” icon located at the top right of the screen.
-
Activate the “Zoom” button. You will see the following notification:“Your Zoom account information is required to create a Zoom meeting.”
-
Click the “Add Account” button. In this step, my.peerbie.com will direct you to the zoom official site.
-
After entering your Zoom account information, you can connect your zoom account by clicking the “Authorize” button on the screen.
-
Click on the “Three Lines” (hamburger icon) at the top left of the “Homepage”.
-
Click on your picture.
-
You can activate the Zoom button from the “My Linked Accounts” section on the settings screen.
-
You will see the following notification:“You must add your Zoom account to connect to the Zoom meeting.”
-
Click the “Add Account” button. In this step, the application will direct you to the zoom official site.
-
After entering your Zoom account information, you can connect your zoom account by clicking the “Authorize” button on the screen.
-
Click the “Three Lines” (hamburger icon) at the top left of the Homepage.
-
Click on your picture.
-
You can activate the Facebook button from the “My Linked Accounts” section on the settings screen.
-
Click the “Add Account” button. In this step, the application will direct you to the Facebook official site.
-
After entering your Facebook account information, you can connect your Facebook account by clicking the “Authorize” button on the screen.
Collections
-
Click “See More” --> “Collections” from your My Work homepage.
-
Find the collection you want to change the settings for and enter.
-
Press the “Three Dots” (…) in the upper right corner.
-
Select the “Edit” option.
-
Select the target audience you want to see by clicking on the filter bar below your name.
-
Save the changes by clicking the “Done” button.
- Click “See More” --> “Collections” from your My Work homepage
- Find the collection you want to change settings for and enter.
- Press the “Three Dots” (…) in the upper right corner.
- Select the “Edit” option.
- Disable the “Open To Participation” button.
-
Click the “Three Dots” icon (…) on the top right of the post you want to add to the collection which is placed on the “Homepage”.
-
Press the “Add to Collection” button.
-
Select the collection you want to add.
Account
-
Click the “Settings” button at the top right of the screen
-
Click the “Leave Network” button at the bottom of the drop-down screen.
-
You can leave the network by answering the question of “Are you sure you want to exit the network or would you prefer to update your role?” select “Leave Network”, or you can continue your use by pressing the “Update Role” button.
-
Click the “See More” --> “Settings” button from your My Work homepage.
-
Click the “Leave Network” button at the bottom of the list on the settings screen.
-
You can leave the network by answering the question of “Are you sure you want to leave the network?” select “Leave Network”, or you can continue your use by pressing the “Update Role” button.
-
Login as “Admin”.
-
Go to Settings.
-
Press the “Members” button.
-
Press the “Import CSV” button.
-
(You can prepare data suitable for the format by downloading the sample system CSV file.)
-
Upload the selected file to the system.
Payment
-
To cancel your account’s next monthly payment, log into your account from https://peerbie.com/
-
Go to “Payment Settings” at the top right of the homepage.
-
Press the “Cancel” button under your package.
Login
-
Go to your PeerBie home page.
-
Click the “Did you forget your password?” button.
-
Enter your phone number OR e-mail address.
-
Click the “Reset Password” button.
-
A 6-digit code will be sent via SMS. You can renew your account password by entering the code on the screen.
-
“Click” (burger icon).
-
“Click” on your picture.
-
You can set a new password by entering your old password information from the “Change Password” section on the settings screen.
-
If you don’t remember your password, “Forgot your password?” You can set a new password by clicking the button.
-
“Click” the profile picture button on the top right of the screen.
-
“Click” the “Edit” button at the top of the drop-down screen.
-
You can set a new password by entering your old password information in “Change Password” at the bottom of the settings screen.
-
If you don’t remember your password, you can set a new password by clicking the “Forgot your password?” option.
-
Check if your phone number is correct.
-
If you did not receive the activation code on your phone, you can resend the activation code to your phone via SMS by pressing the “Resend Code” button.
-
If you still have not received your code, get in touch with our support department to resolve the issue by sending an email to [email protected]
-
Click on the “Three Lines” (hamburger icon) at the top left of the “Homepage”.
-
Click on the “Join Your Workspace” button on the left panel.
-
Click the “Join Now” button under “Join Saved Workspace”.
-
Find your company in the search window that opens and click on it.
-
Fill in the information requested from you on the “Department” and “Title” screen that opens and press the “Complete” button.
Security
-
ISO 27001
-
SSL
-
Password Security